Southwestern Medical Foundation
Duties and Responsibilities
The Associate Controller supports the Managing Director of Accounting in ensuring accurate and timely financial operations and reporting. This role oversees general ledger management, fund accounting, and compliance with nonprofit standards, contributing to financial transparency and informed decision-making across the Foundation. Accounting Operations
Manage general ledger, reconciliations and monthly closing activities. Track restricted and unrestricted funds to ensure proper classification, compliance with donor intent, and release of restrictions. Oversee accounts payable and contributions, reconciling with the CRM database. Work with our Managing Director to support and manage the annual audit. Maintain accounting records for related entities and ensure donor compliance. Financial Reporting
Assist with preparation of financial statements and grant/endowment reports. Prepare financial reporting packages and presentations for management and the Board. Support fund reporting and the grant distribution process. Internal Controls & Compliance
Ensure adherence to GAAP and nonprofit accounting standards. Recommend process improvements to enhance efficiency as well as monitor regulatory compliance. Maintain and reconcile fixed asset records. Collaboration & Support
Coordinate with teams to ensure accurate financial data and reporting. Support accounting system updates and integrations. Promote efficiency, teamwork and continuous improvement. Qualifications
Bachelor’s in Accounting; CPA or progress toward CPA required 5+ years of progressive accounting experience, ideally in nonprofit or fund accounting Proficient in GAAP, nonprofit standards (FASB, UPMIFA), and Excel Experience with Financial Edge, Intacct, or similar ERP systems Strong analytical, communication, and collaboration skills Technical Competencies
Technology Proficiency, Financial Monitoring and Analysis, Integrity, Record-Keeping Proficiency, Attention to Detail, Task Performance, Time Management
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The Associate Controller supports the Managing Director of Accounting in ensuring accurate and timely financial operations and reporting. This role oversees general ledger management, fund accounting, and compliance with nonprofit standards, contributing to financial transparency and informed decision-making across the Foundation. Accounting Operations
Manage general ledger, reconciliations and monthly closing activities. Track restricted and unrestricted funds to ensure proper classification, compliance with donor intent, and release of restrictions. Oversee accounts payable and contributions, reconciling with the CRM database. Work with our Managing Director to support and manage the annual audit. Maintain accounting records for related entities and ensure donor compliance. Financial Reporting
Assist with preparation of financial statements and grant/endowment reports. Prepare financial reporting packages and presentations for management and the Board. Support fund reporting and the grant distribution process. Internal Controls & Compliance
Ensure adherence to GAAP and nonprofit accounting standards. Recommend process improvements to enhance efficiency as well as monitor regulatory compliance. Maintain and reconcile fixed asset records. Collaboration & Support
Coordinate with teams to ensure accurate financial data and reporting. Support accounting system updates and integrations. Promote efficiency, teamwork and continuous improvement. Qualifications
Bachelor’s in Accounting; CPA or progress toward CPA required 5+ years of progressive accounting experience, ideally in nonprofit or fund accounting Proficient in GAAP, nonprofit standards (FASB, UPMIFA), and Excel Experience with Financial Edge, Intacct, or similar ERP systems Strong analytical, communication, and collaboration skills Technical Competencies
Technology Proficiency, Financial Monitoring and Analysis, Integrity, Record-Keeping Proficiency, Attention to Detail, Task Performance, Time Management
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